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Click on the drop down arrow near your profile in top right corner and select "Manage Instance Password" ![](../../images/snow_creds.png) 3. Save values for: - * Instance URL - * Username + * Instance URL (e.g. https://dev123456.service-now.com/) + * Username (e.g. admin) * Password 4. Exit. Within "My Instance" view, select "Start Building" 5. Select "All" in the top navigation panel and search "System OAuth" and select "Application Registry" + ![](../../images/snow_application_registry.png) 6. In the top right select "New" and select "Create an OAuth API endpoint for external clients" -7. Enter necessary details and save the Client ID and Client Secret for later use + ![](../../images/snow_create_OAuth_application.png) +7. Enter necessary details and save the **Client ID** and **Client Secret** for later use + ![](../../images/snow_applicationi_registry_credentials.png) ## Assistant Integration There are two ways in which the ServiceNow application can be integrated to the Assistant: @@ -28,19 +31,39 @@ There are two ways in which the ServiceNow application can be integrated to the * [Assistant Custom Extension](#assistant-custom-extension) ### watsonx Orchestrate Skill -1. Within the watsonx orchestrate platform, navigate to the sidebar and select "Chat" -2. In the dropdown menu in the top select the right target Assistant environment -3. Select "Add skills from the catalog" and select "ServiceNow" -4. In the top right select "Connect App" -5. Enter values [Acquire Relevant Instance Credentials](#acquire-relevant-instance-credentials): +1. Within the watsonx orchestrate platform, navigate to the sidebar and select **"Manage team"** +2. Select **"Skill sets" tab** + 1. select the environment that you're working on from the drop down. + 1. Select "Connections" Tab + 1. Search for your desired connections + 1. Click on the three dots of that connection -> select "Connect App" + +![](../../images/snow_connect_app.png) + +3. A pop-up panel will appear. Select "Team credentials" and select "Connect app". Enter values [Acquire Relevant Instance Credentials](#acquire-relevant-instance-credentials): * **Enpoint URL** -> Step 3 * **Username** -> Step 3 * **Password** -> Step 3 * **Client ID** -> Step 7 * **Client Secret** -> Step 7 -6. Select "Connect App" -7. Navigate to the platforms sidebar and select "AI Assistant Builder" -8. Within the "Actions" section of the buider, select "New Action+" -> "Action from skills" -> appropriate ServiceNow skill +4. Select "Connect App". +5. Once you've established the connection, navigate to the platforms sidebar and select **"AI Assistant Builder"** +6. Within the "Actions" section of the builder, select "New Action+" -> "Skill-based action" +![](../../images/snow_create_skillbased_action.png) +7. Select from the list of ServiceNow Skill that's appropriate for your use case, and click "Next" + +*Below is an example of "Create an Incident"* + +8. When prompted with "New action", enter starting phrases that users would enter to trigger this action. For example, for "Create an incident" skill, one could enter "create a servicenow incident" and "i want to submit servicenow incident". +![](../../images/snow_create_an_incident_example_starter_phrases.png) +9. Once you've entered a few starting phrase, try click "Preview" and start interacting with the assistant! +![](../../images/snow_create_an_incident.png) +10. To view "Create an incident" information in ServiceNow: + 1. Navigate to the "Incidents" view under "Service Desk" in ServiceNow to check the submitted incident. + ![](../../images/snow_incidents_table.png) + 2. View the incident logs + ![](../../images/snow_incidents_table_view.png) + ### Assistant Custom Extension diff --git a/src/implementation_methodology/imp-workday.qmd b/src/implementation_methodology/imp-workday.qmd index 00d77b6..c6f62a0 100755 --- a/src/implementation_methodology/imp-workday.qmd +++ b/src/implementation_methodology/imp-workday.qmd @@ -6,11 +6,17 @@ format: html ## Assistant Integration ### watsonx Orchestrate Skill -1. Within the watsonx orchestrate platform, navigate to the sidebar and select "Chat" -2. In the dropdown menu in the top select the right target Assistant environment -3. Select "Add skills from the catalog" and select "Workday" -4. In the top right select "Connect App" -5. Enter the appropriate values -6. Select "Connect App" -7. Navigate to the platforms sidebar and select "AI Assistant Builder" -8. Within the "Actions" section of the buider, select "New Action+" -> "Action from skills" -> appropriate Workday skill \ No newline at end of file +1. Within the watsonx orchestrate platform, navigate to the sidebar and select **"Manage team"** +2. Select **"Skill sets" tab** + 1. select the environment that you're working on from the drop down. + 1. Select "Connections" Tab + 1. Search for your desired connections + 1. Click on the three dots of that connection -> select "Connect App" +![](../../images/workday_connections.png) + +3. A pop-up panel will appear. Select "Team credentials" and select "Connect app". +4. Enter "Client ID" +5. Once you've established the connection, navigate to the platforms sidebar and select **"AI Assistant Builder"** +6. Within the "Actions" section of the builder, select "New Action+" -> "Skill-based action" +![](../../images/snow_create_skillbased_action.png) +7. Select from the list of Workday Skill that's appropriate for your use case, and click "Next". \ No newline at end of file